After a client signs up, how do I set up their account?

Open the client in your contacts list. On their Billing tab you can see their plan and whether their systems are active, and there is a button to log in as them. Add a balance to their account before you log in to avoid errors.

If the client's plan has a snapshot linked, everything in it is already installed in their account. Log in as the client, go to Settings, then Global variables, and set the values for the variables that are already there, such as company name, website and phone number. With everything in a snapshot, a client can be up and running in minutes.

You can also build together on a call, for example entering their website to build an AI agent. If the work is custom and not in a snapshot, set expectations with your client on how long it will take.